See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,465 | $58,523-58.2% | $99,443-75.4% | $72,985-66.5% |
| Participation rate | 66.7% | 64.6%+2.0pp | 73.8%-7.2pp | 69.5%-2.8pp |
| Annual return | 19.21% | 28.51%-9.3pp | 30.72%-11.5pp | 81.00%-61.8pp |
| Employer contribution / active EE | $953 | $1,512-36.9% | $2,540-62.5% | $2,440-60.9% |
| Participant deferral / active EE | $1,751 | $2,606-32.8% | $3,619-51.6% | $3,607-51.4% |
| Admin fee / account holder | $2,493 | $4,102-39.2% | $6,250-60.1% | $5,124-51.3% |